Turn-Key plans…

From People who care.

It’s a big responsibility to sponsor a qualified retirement plan. It’s an even bigger responsibility to sponsor a Multiple Employer Plan (MEP) or Pooled Employer Plan (PEP). Let NestEggs provide you with what is missing from the MEP & PEP Marketplace: Expertise, Safety & Support.

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Caring &
Responsive Support

People who care &
WHO are always “on call”

Massive corporations have an impersonal busines model. NestEggs has earned our esteemed list of clients, MEPs and associations for a lot of reasons. We have KEPT those clients because we can be counted on to be available whenever our clients need us. As a privately held company, YOUR success and YOUR happiness translates to OUR success and OUR happiness.

Flexible Design

Plans for Today
Evolved for Tomorrow

Whether you are a PEO, association, chamber of commerce or the like, no two adopting employers are the same. More importantly, the company they are today may not be the company they are tomorrow. Offering a tailored but flexible plan is critical for your adopting members. With our proprietary design tool, we’ll build your members a plan that works for them then, twice per year, we’ll meet with them to discuss their design. If needed, we’ll build alternatives, so that as their business evolves, their plan does too!

Outsourced Fiduciary

Less Fiduciary liability
Fewer HR Nightmares

Unlike most MEP/PEP Providers, NestEggs can cover ALL of your Fiduciary needs under one roof without the need for engaging AND COMPENSATING multiple providers. We will serve as your §3(16) Administrative Fiduciary ensuring your plan’s compliance. As such, we’ll unburden your HR by taking over numerous tasks including employee communications and the filing and signing of the form 5500. We will also serve as your §3(38) Investment Management Fiduciary responsible for selecting and monitoring your plan’s investment lineup and offering fiduciary investment advice to ALL plan participants.

Custom Branding
& Sales Support

let us help you Look the part

We recognize the value of brand recognition, that’s why we offer our entire ecosystem white-labeled to your brand. Our Sponsor and Participant Portals, digital enrollment tools, brochures, and statements can all be branded with your logo. We also offer single-sign-on capability and the ability for all log-in sites to be hosted on your website. Additionally, NestEggs offers our entire suite of tools for targeting, benchmarking, presenting, and CLOSING new plans. We prioritize the growth of your business and will gladly assist you LIVE during the prospecting and closing process.

Data Integration
& Plan Analytics

Optimize Operation &
Gain Valuable Insights

NestEggs’ entire platform is operated with the most modern technologies available. We can integrate our platforms with your payroll to provide a seamless user experience, including integration feeds and eligibility monitoring. We also provide custom reporting available at the global plan level or at the individual adopting sponsor level. Our customizable tools will ensure that YOU know your MEP/PEP inside and out. Likewise, your adopting employers will be one click away from everything they need.

Transparent Fees

No hidden fees
& Incredible value

NestEggs is a very rare bundle of the NECESSARY providers for sponsoring a MEP. We cut out the unnecessary commission-driven brokers and the unrelated providers to give you one single point of contact FOR EVERYTHING. By offering the entire eco-system under one roof, we have tremendous efficiency. This efficiency is passed along to your adopting employers in the form of fair, transparent fees. You’ll never have to go digging or guess what we’re charging!